Report Builder
Give finance, sponsors and your own team the exact export each one needs, on demand or on a schedule, without rebuilding it each time.
- 01Exports for every team
- 02Only the data they need
- 03Run now or schedule
- 04Clone for the next team
Each team's export, delivered on schedule
Every week someone exports the full attendee list, deletes columns, filters it in a spreadsheet and emails it to finance, the venue or a sponsor. The next request starts from scratch, and the numbers people are working from are already out of date.
Your team gets the export it needs, with only the columns and rows that matter, on the schedule you set. Nobody rebuilds it by hand, and the numbers are current each time it runs.
What you can do with Report Builder
Exports for every team
From registrations with custom question answers to orders, check-ins, session attendance and pay-later payments, build the export each team asks for instead of a fixed download.
Only the data they need
Give each recipient only the columns and rows they need, sorted the way they read it, so finance or the program team gets a file they can use right away.
Run now or schedule
Run a report now and it is emailed to the teammates you choose. Or schedule it daily, weekly, monthly, during the event or after the event, and it arrives without anyone asking.
Clone for the next team
Copy a report that already works and adjust it for another team. Files arrive as CSV or zip, ready to open in a spreadsheet.
Partner-scoped reports
Tie a report to an exhibitor or sponsor and it is scoped to that partner's rows, so what you send one partner never includes another partner's data.
In practice
An association's finance lead wants pay-later payments every week before the conference. The organizer builds an offline and pay-later payments report with only the columns finance uses, schedules it weekly and adds the finance lead as a recipient. A session attendance report scheduled for after the event goes to the program committee.
Availability and limits
Bulk export and reports need the export add-on (every plan).
Custom question columns need the form-field add-on.
Report Builder is a structured export builder that delivers CSV or zip files by email. For live numbers during the event, use the event dashboard.
Ask which plan includes thisConnected to the rest of the event
Report Builder questions
Structured CSV or zip files, on demand or on a schedule, for the people who need the records. For live registration, check-in and revenue numbers during the event, use the event dashboard. For deeper analysis, load the exports into your BI tool.
The teammates you choose. Run now sends it straight away; a schedule sends it daily, weekly, monthly, during the event or after the event. Reports arrive by email as CSV or zip.
Yes, on a registrations report. Custom question columns and session columns sit next to the standard fields. This needs the form-field add-on.
Yes. Tie a report to the partner and it is scoped to that partner's rows only. Exhibitor leads also have their own export in the partner tools.
Send every team the report it needs
Tell us who asks for exports today, from finance to sponsors, and we will show each of those reports built and scheduled in Eventpack.